Individual skill
finta-upgrade-migration
Handle Finta platform updates and data migration. Trigger with phrases like "finta upgrade", "finta migration".
skills/.curated/finta-upgrade-migration/SKILL.md
Source commit 0500b275e963c027f6b410e8c49c0446945c574e
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- Repository last updated
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- License
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- ai Repository topic
- automation Repository topic
- claude-code Repository topic
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- saas Declared skill tag
- fundraising-crm Declared skill tag
- investor-management Declared skill tag
- finta Declared skill tag
- sales Derived category
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SKILL.mdcore · 7,241 bytes
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# Finta Upgrade & Migration
## Overview
Finta is a fundraising CRM built for founders managing investor pipelines, deal rooms, and investor updates. The API exposes endpoints for funding rounds, investor contacts, and deal room documents. Tracking API changes matters because Finta evolves its data model around fundraising workflows — field renames in round stages, investor contact schema updates, and deal room permission changes can break integrations that sync pipeline data to external analytics or reporting tools.
## Prerequisites
- Current vendor release information and an inventory of the integrations, exports, and field mappings affected.
- A versioned backup or approved recovery export, with access limited to migration owners.
- A staging environment using fictitious data, a change owner, and an explicit rollback decision point.
## Instructions
1. Compare the current supported interface and release notes with the actual fields your integration consumes; do not rely on illustrative code as a contract.